Todd
Carlson

Lpl Financial LLC

CRD#2783450
Investment Advisor
in Muskegon, MI

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About this Advisor

Todd Carlson is an advisor whose office is in Muskegon, Michigan. Currently an investment advisor at Lpl Financial LLC, Carlson has 11 years of experience in the financial advisory industry. Carlson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Carlson can advise clients based out of Michigan. Carlson has worked their whole career at Lpl Financial LLC. Lpl Financial LLC is located in Muskegon, Michigan, and has 9,519 locations in the United States. In aggregate, Lpl Financial LLC manages $208 billion in assets covering 892,326 client accounts and employs more than 23,035 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

549 Seminole Rd Ste 100
Muskegon, MI 49444-3755

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MI Average: $646,059,043
Total Number of Employees

23,035

MI Average: 13
Total Number of Accounts

892,326

MI Average: 661
Average Account Size

$232,867

MI Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Todd Carlson Work History

Todd has 11 years of experience.

2009 - Present (12 years)

Lpl Financial

Disclosures

Todd Carlson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Fitch
Charlotte, NC
Brian Fahrner
Des Plaines, IL
Travis Messinger
Spokane, WA
Walter Munoz
South Amboy, NJ
Joseph Conzelman
Houston, TX
An Wetter
Fort Mill, SC
Amauri Do Carmo
Yorba Linda, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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